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AE Wealth Management LLC: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on IVE, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 311,368 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,368 shares
    Change vs previous 13F -60,578 shares

    0.33% of the 13F portfolio, value $70,698,809.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 371,946 shares
    Change vs previous 13F -11,123 shares

    0.42% of the 13F portfolio, value $78,536,562.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 383,069 shares
    Change vs previous 13F +106,482 shares

    0.47% of the 13F portfolio, value $81,237,314.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 276,587 shares
    Change vs previous 13F +24,725 shares

    0.36% of the 13F portfolio, value $57,118,014.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 251,862 shares
    Change vs previous 13F +47,136 shares

    0.36% of the 13F portfolio, value $49,218,702.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 204,726 shares
    Change vs previous 13F +26,288 shares

    0.33% of the 13F portfolio, value $39,016,607.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 178,438 shares
    Change vs previous 13F +43,447 shares

    0.29% of the 13F portfolio, value $34,060,269.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 134,991 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $26,616,178.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).